See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,324 | $106,584-50.0% | $101,326-47.4% | $142,382-62.5% |
| Participation rate | 76.5% | 82.7%-6.2pp | 81.5%-5.0pp | 80.1%-3.6pp |
| Annual return | 14.21% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $724 | $3,956-81.7% | $3,665-80.2% | $4,299-83.2% |
| Participant deferral / active EE | $5,882 | $8,297-29.1% | $7,994-26.4% | $6,507-9.6% |
| Admin fee / account holder | $20,233 | $11,446+76.8% | $11,185+80.9% | $12,624+60.3% |